Client Manager responsible for maintaining commercial client accounts and managing relationships with insurance companies. Ensuring accurate documentation and proper communication within the agency and clients.
About the role
- Client Partner responsible for driving client satisfaction and retention with Bright's payroll solutions. Establishing strategic client relationships and leveraging products to maximize value.
Responsibilities
- Building and maintaining strategic relationships with clients
- Ensuring successful implementation of solutions and driving client satisfaction and retention
- Becoming a trusted advisor, recognised as an expert in leveraging Bright’s products and services
- Delivering maximum value and minimising churn
- Creating an environment and working relationships with the client that encourages further investment in Bright
- Supporting and collaborating with sales account managers in driving up and cross-selling
- Ensuring that all services (from Support and Success) are delivered to the highest standards
- Developing and executing on account plans, tailored specifically to the client
- Guiding customers toward advocacy
Requirements
- Experience in client-facing roles within SaaS environments, experience in accounting or payroll is highly desirable, as it will further enhance the CP's ability to establish and maintain their trusted advisory status.
- Demonstrated success in managing and growing strategic client relationships
- Experience with project management or specialist roles is highly valuable
- An understanding of appropriate industry based applications and business processes and how they create value for clients
- Developed communication and collaboration skills to work effectively with both internal and external stakeholders
- Excellent presentation and communication skills, both written and verbal
- Bachelor's degree in business, Finance, or related field (or equivalent experience)
- Business Acumen: looking ahead and thinking about future possibilities while embracing trends.
- Achieving Results: focused on delivering quality outputs, services and results.
- Accountability: takes responsibility for work and actions
- Attitude: focused on building an open and energising environment.
- Teaming: proactively building and operating within strategic networks, sharing knowledge and information.
- Communication: Communicates complex concepts clearly to diverse audiences
Benefits
- Opportunity to work with cutting-edge AI technology that is transforming the payroll and accounting space
- Collaborative, innovative team environment
- Professional development and growth opportunities
- Competitive compensation and benefits package
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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